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For Companies At a Glance
- Tasks: Join our mortgage team, managing existing clients and delivering tailored financial solutions.
- Company: A leading financial advice business in London, established in 2001 with a dynamic team.
- Benefits: Enjoy a competitive salary, commission bonuses, pension, life assurance, and 25 days annual leave.
- Why this job: Be part of a supportive team with full admin support and opportunities for growth in a vibrant city environment.
- Qualifications: Must have CeMap qualification and at least 3 years of mortgage and protection sales experience.
- Other info: Candidates must be eligible to work in the UK and meet FCA appointment criteria.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for one of our network's largest mortgage and financial advice businesses. Based close to Liverpool Street and Bank Stations in London, this business founded in 2001 currently employs over 60 financial advisers, mortgage advisers, and support administrations. They are looking to increase this by bringing on an experienced mortgage and protection adviser. This is an employed role based in their offices where you will be working within the mortgage team on an existing client bank. You will need to be experienced, knowledgeable, and competent to pick these up from the start.
THE ROLE
- This is an excellent opportunity to join a City-based Financial Services Practice as an employed Mortgage & Protection Adviser, where performance in delivering client-focused solutions and submitting and issuing compliant and excellent quality business will be recognised and rewarded.
- All clients will be provided, and the post holder will be required to follow up on referral clients.
- Full 1 to 1 administration support is provided.
The Reward
- Salary: £45K (negotiable DOE) basic plus commission: OTE £75K + year 1.
- Commission-based bonus paid on top of your salary.
- Company pension.
- Life assurance of 4 x Salary.
- Critical illness of 2 x Salary.
- 25 days annual leave.
- Access to their Private medical scheme.
- Interest-free season ticket loan.
SKILLS REQUIRED
- Experienced Mortgage & Protection Adviser.
- Proven Client Relationship Management experience, including the ability to quickly establish and develop relationships.
- Ability to identify client needs, assimilate product information, and give relevant and compliant advice to clients.
- IT skills (including Windows, Outlook, and Excel).
- High level of numeracy.
- Excellent communication skills.
- Proven ability to multi-task and deliver client-focused solutions.
QUALIFICATIONS
- CeMap.
EXPERIENCE
- A minimum of 3 years previous mortgage and protection sales experience in a similar role.
- Working knowledge of the UK mortgage market and lender criteria.
- Protection Product Knowledge.
THE PERSON
- Client service and results focused.
- Self-starter with a flexible, adaptable, and positive outlook.
- Enjoys client contact and willing to develop referral relationships.
- Excellent, disciplined work ethic.
- Team player but able to work autonomously.
- Organised, flexible, and responsive to a fast-paced environment.
- Candidates must be eligible to work in the UK and must be able to satisfy the FCA’s PFA appointment criteria.
To learn more and apply for this position please click below to speak to our recruitment managers.
Mortgage Advisor employer: Openwork Services Limited
Contact Detail:
Openwork Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in the UK mortgage market. Being knowledgeable about current lender criteria and product offerings will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 2
Network with other professionals in the financial services sector, especially those who are already working as mortgage advisers. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss your client relationship management skills in detail. Think of specific examples where you've successfully established and maintained client relationships, as this is a key requirement for the role.
✨Tip Number 4
Showcase your ability to work autonomously while also being a team player. Be ready to share instances where you’ve balanced independent tasks with collaborative projects, as this demonstrates your adaptability in a fast-paced environment.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage & Protection Adviser. Focus on your client relationship management skills and any relevant qualifications, such as CeMap.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the mortgage market and your ability to provide compliant advice. Mention specific achievements in previous roles that demonstrate your capability.
Highlight Relevant Experience: In your application, emphasise your minimum of 3 years' experience in mortgage and protection sales. Include examples of how you've successfully developed client relationships and delivered client-focused solutions.
Showcase Your Skills: Clearly outline your IT skills, numeracy, and communication abilities in your application. Provide examples of how you have multi-tasked and worked autonomously in a fast-paced environment.
How to prepare for a job interview at Openwork Services Limited
✨Showcase Your Experience
Make sure to highlight your previous experience as a Mortgage & Protection Adviser. Be prepared to discuss specific cases where you successfully identified client needs and provided tailored solutions.
✨Demonstrate Client Relationship Skills
Since this role requires strong client relationship management, come ready with examples of how you've built and maintained relationships in the past. This will show your ability to connect with clients and develop referral networks.
✨Know Your Products
Brush up on your knowledge of the UK mortgage market and protection products. Be ready to discuss various products and how they can meet different client needs, as this will demonstrate your expertise and confidence.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to deliver client-focused solutions. Think of situations where you had to multi-task or adapt quickly to changing client demands.
